Atria Wealth Solutions, Inc. Schwab Intermediate Term Us Tr Transaction History

Atria Wealth Solutions, Inc.

  • $4.15 Billion
  • Q2 2025

A detailed history of Atria Wealth Solutions, Inc. transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 26,365 shares of SCHR stock, worth $662,025. This represents 0.02% of its overall portfolio holdings.

Number of Shares
26,365
Previous 41,222 36.04%
Holding current value
$662,025
Previous $1.02 Million 35.64%
% of portfolio
0.02%
Previous 0.01%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 25, 2025
SELL
$24.54 - $25.07 $364,590 - $372,464
-14,857 Reduced 36.04%
26,365 $659,000
Q1 2025

May 09, 2025
BUY
$24.05 - $24.86 $236,122 - $244,075
9,818 Added 31.26%
41,222 $1.02 Million
Q4 2024

Jan 31, 2025
BUY
$24.19 - $50.58 $392,216 - $820,104
16,214 Added 106.74%
31,404 $762,000
Q3 2024

Nov 08, 2024
BUY
$48.4 - $50.91 $242,919 - $255,517
5,019 Added 49.35%
15,190 $768,000
Q2 2024

Jul 22, 2024
BUY
$47.85 - $49.0 $11,340 - $11,613
237 Added 2.39%
10,171 $496,000
Q1 2024

May 13, 2024
SELL
$48.64 - $49.88 $692,293 - $709,942
-14,233 Reduced 58.89%
9,934 $487,000
Q4 2023

Feb 02, 2024
BUY
$47.09 - $49.87 $339,801 - $359,861
7,216 Added 42.57%
24,167 $1.2 Million
Q3 2023

Nov 08, 2023
SELL
$47.78 - $49.59 $790,806 - $820,764
-16,551 Reduced 49.4%
16,951 $812,000
Q2 2023

Aug 03, 2023
SELL
$49.25 - $50.96 $33,243 - $34,398
-675 Reduced 1.98%
33,502 $1.65 Million
Q1 2023

Aug 22, 2023
SELL
$48.55 - $50.78 $261,587 - $273,602
-5,388 Reduced 16.08%
28,114 $1.42 Million
Q1 2023

Jun 14, 2023
BUY
$48.55 - $50.78 $294,358 - $307,879
6,063 Added 21.57%
34,177 $1.72 Million
Q1 2023

May 10, 2023
SELL
$48.55 - $50.78 $294,358 - $307,879
-6,063 Reduced 17.74%
28,114 $1.42 Million
Q4 2022

Aug 30, 2023
BUY
$48.12 - $50.24 $32,481 - $33,912
675 Added 2.01%
34,177 $1.68 Million
Q4 2022

Feb 13, 2023
BUY
$48.12 - $50.24 $446,505 - $466,176
9,279 Added 37.27%
34,177 $1.68 Million
Q3 2022

Feb 13, 2023
SELL
$48.68 - $52.54 $271,391 - $292,910
-5,575 Reduced 18.29%
24,898 $0
Q3 2022

Nov 14, 2022
BUY
$48.68 - $52.54 $725,478 - $783,003
14,903 Added 95.72%
30,473 $1.51 Million
Q2 2022

Aug 15, 2022
BUY
$50.08 - $52.78 $41,967 - $44,229
838 Added 5.69%
15,570 $803,000
Q1 2022

May 16, 2022
BUY
$52.72 - $55.84 $776,671 - $822,634
14,732 New
14,732 $784,000

Others Institutions Holding SCHR

# of Institutions
496
Shares Held
371M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB INTERMEDIATE-TERM US TR

SCHR Quotes by TradingView
  • Ticker SCHR
  • Sector ETFs
  • Industry ETFs
More about SCHR
Track This Portfolio

Track Atria Wealth Solutions, Inc. Portfolio

Follow Atria Wealth Solutions, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Atria Wealth Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Atria Wealth Solutions, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email